See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,371 | $95,266+15.9% | $82,389+34.0% | $142,382-22.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 13.61% | 25.74%-12.1pp | 28.67%-15.1pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,730 | $2,991-42.2% | $2,517-31.3% | $4,299-59.8% |
| Participant deferral / active EE | $5,594 | $4,809+16.3% | $4,155+34.6% | $6,507-14.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |